Financial Security Advisor, Life and Health Insurance

Role Overview

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Establish and maintain good relationships with referral sources
• Help target and analyze potential member/client files
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals
• Help monitor the industry to identify business development opportunities and stay on top of new products and trends

Requirements

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Hold the representative's certificate in Insurance of persons
• Autorité des marchés financiers
• Knowledge of French is required
• Available 5 days a week including 2 evenings

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment